Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XTGRF (Xtra-Gold Resources Corp) -31.35% 16.89% 40.78% 11.81% 16.68% -0.45% NA
Data as of 06/09/2026, Common starting date is 10/11/2007
More Performance Analytics Comparison
Name Start Date End Date
XTGRF (Xtra-Gold Resources Corp) 10/11/2007 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -16.83 16.89 40.78 11.81 16.68 -0.45 NA -31.35 88.89 67.50 25.00 -20.00 -18.37 100.00 58.06 106.67 0.00 0.00 25.00 -62.50 -59.49 -45.14 -36.84 123.53 121.74 -66.42 5.38
Sharpe Ratio NA 0.54 1.05 0.21 0.22 NA NA -1.13 2.71 1.54 0.56 -0.34 -0.26 1.35 0.63 0.90 -0.01 0.00 0.38 -0.87 -0.93 -0.71 -0.70 2.02 0.91 -0.60 0.44
Standard Deviation(%) NA 38.37 38.77 49.39 71.96 NA NA 47.81 32.40 39.94 37.33 62.93 70.04 73.77 90.24 116.73 81.47 82.60 66.12 71.80 63.84 64.03 52.92 61.10 133.09 111.73 57.03
Draw Down(%) NA 31.73 31.73 44.55 71.43 NA NA 31.73 14.47 17.00 26.32 39.13 41.53 38.78 34.29 53.33 55.56 66.67 40.91 71.05 60.98 55.10 42.55 20.00 51.25 87.50 23.66
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 10/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XTGRF (Xtra-Gold Resources Corp) -56.96%
Oct 2011 – Oct 2014
-41.97%
Dec 2010 – Dec 2015
-20.97%
May 2008 – May 2018
-7.61%
May 2008 – May 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XTGRF (Xtra-Gold Resources Corp) 86.94%
Dec 2017 – Dec 2020
48.76%
Sep 2015 – Sep 2020
32.91%
Jan 2016 – Jan 2026
4.92%
Nov 2008 – Nov 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return